The Blockspace Newsletter

Blockspace Daily

Know what moved today, and what matters tomorrow.

Every weekday at 5 PM ET, Blockspace delivers the day’s essential data center deals, power-market developments, bank research and public-company moves in one concise email.

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What Blockspace covers:

  • Data-center deals, leases, construction, and compute capacity in North America.

  • Grid access, power markets, energy policy and the constraints determining where projects get built.

  • Bank research, earnings, valuations and major developments involving AI infrastructure companies, Bitcoin miners and HPC operators.

Recent Posts


Jul 29, 2026

Meta's $130B capex spend. Plus, CORZ gets a bullish price target

Two hyperscalers announced earnings today with big implications for the data center market.

Jul 28, 2026

CORZ signs AMD. Plus, bank notes and Meta & BlackRock's deal

Buried in the filings was another announcement for a neocloud signing as well, with AMD providing the backstop for the 152 MW of critical IT.

Jul 27, 2026

MARA Exaion lawsuit. Plus, KBW re-rates the miners

The advisers who got MARA into Exaion say they were never paid €11.32M — over a 20% tax the company allegedly never saw coming.

Jul 24, 2026

Galaxy's $3.5B raise! Plus, Digital Realty's record quarter

And Nvidia wants open-weight models to stick around.

Jul 23, 2026

Intel's blowout quarter! Plus, CleanSpark's $6.6B AI turn

Intel rips on its fastest growth since 2011, and CleanSpark turns its flagship Georgia mine into a $6.6B AI campus — with 885 MW more waiting in Texas.

Jul 22, 2026

OpenAI's $750B compute budget! Plus, AMD buys into Anthropic

And Google's big time earnings beat.